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Far Eastern Department Stores, Ltd (2903) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 31.3B TWD

FE Far Eastern Department Stores, Ltd 2903 · TW
Price22.00 TWD
Fair Value22.54 TWD
Upside+2.5%
Quality44/100
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Weak Growth
Thin margins · 6.7% net margin
Low debt · generates free cash flow
5.59% dividend yield
Ranks above peers (10/15)
Narrow moat 41/100
Evidence: Medium Range 16.91 TWD – 28.18 TWD Share as image

Fair value as of: Jul 21, 2026

From 24 valuation models · updated 20 days ago

Share price −0.5% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 16.91 TWD (bear) to 28.18 TWD (bull), base 22.54 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 44/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

35.70 TWD 17.07 TWD Fair Value 22.54 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range 17.07 TWD – 35.70 TWD · fair‑value band 16.91 TWD – 28.18 TWD · the 22.00 TWD price screens below the 22.54 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Far Eastern Department Stores, Ltd (2903) currently trades at 22.00 TWD, while our model-based Fair Value estimate is 22.54 TWD, implying the stock looks roughly 2.5% fairly valued today. The Quality Score stands at 44/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Far Eastern Department Stores, Ltd generated revenue of 34.0B TWD at a net margin of 6.7%. Revenue declined 0.3% year over year. It earns a return on equity of 7.0%. Net debt stands at 54.2B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 16.91 TWD (bear case) to 28.18 TWD (bull case); at 22.00 TWD, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 50% fair-value upside, at 2%, 2903 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 41.37 TWD 56.03 TWD 81.51 TWD 80
Residual Income 18.12 TWD 19.21 TWD 20.57 TWD 76
Rev-Margin DCF 26.83 TWD 37.07 TWD 50.03 TWD 74
All 24 models by family
DCF Models
FCF DCF 39.59 TWD 54.67 TWD 83.08 TWD 38
Owner Earnings 39.56 TWD 54.63 TWD 83.03 TWD 31
5Y Revenue Exit 26.83 TWD 36.16 TWD 49.78 TWD 39
5Y EBITDA Exit 49.98 TWD 76.06 TWD 110.85 TWD 41
5Y P/E Exit 28.93 TWD 39.78 TWD 52.93 TWD 38
10Y Revenue Exit 30.98 TWD 38.66 TWD 46.72 TWD 36
10Y EBITDA Exit 45.60 TWD 63.66 TWD 83.28 TWD 37
10Y P/E Exit 32.79 TWD 40.93 TWD 48.61 TWD 35
Earnings-Based
Graham-Dodd 10.61 TWD 13.85 TWD 15.88 TWD 54
EPV 24.57 TWD 28.63 TWD 32.18 TWD 59
Dividend Discount
Gordon GGM 12.46 TWD 13.63 TWD 15.43 TWD 70
DDM Multi-Stage 12.46 TWD 15.82 TWD 20.41 TWD 61
Multiples
P/E Multiple 25.74 TWD 34.32 TWD 42.90 TWD 63
P/S Multiple 19.89 TWD 26.52 TWD 33.15 TWD 58
P/B Multiple 19.89 TWD 26.52 TWD 33.15 TWD 55
EV/EBIT 40.49 TWD 53.90 TWD 67.32 TWD 53
EV/EBITDA 65.82 TWD 87.67 TWD 109.53 TWD 54
EV/Revenue 20.56 TWD 29.26 TWD 37.97 TWD 43
Asset-Based
NCAV (Graham) 11.04 TWD 14.79 TWD 22.08 TWD 50
Growth DCF
Growth DCF 41.37 TWD 56.03 TWD 81.51 TWD 80
Rev-Margin DCF 26.83 TWD 37.07 TWD 50.03 TWD 74
Economic Profit
Residual Income 18.12 TWD 19.21 TWD 20.57 TWD 76
ROIC Compounder 24.60 TWD 29.40 TWD 34.69 TWD 72
Growth Earnings
Growth-Adj P/E 18.14 TWD 25.92 TWD 33.70 TWD 68

Widest divergence: DCF Models (40.93 TWD) versus Dividend Discount (13.63 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 34.0B TWD
Revenue growth (YoY) -0.3%
Net margin 6.7%
Return on equity 7.0%
Free cash flow 5.7B TWD FY2025
P/E ratio 14.2
More key figures
Operating margin 14.9%
EPS (TTM) 1.56 TWD
Dividend yield 5.6%
EPS growth (YoY) +16.6%
Net debt 54.2B TWD FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 44/100

Of which business quality 43 · Market factors (momentum, volatility) 56

Profitability 26
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 26
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 97
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 35
Distance to the 52-week high (market factor)
Net Issuance 14
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Far Eastern Department Stores, Ltd., together with its subsidiaries, operates department stores and supermarkets in Taiwan.

Full company description

Far Eastern Department Stores, Ltd., together with its subsidiaries, operates department stores and supermarkets in Taiwan. The company offers various products, including general merchandise, silk nylon, cotton cloths, candies cookies, cans, entertainment appliances, hardware, furniture, decorations, handmade products, stationery, library appliances, CD/DVD, camera appliances, children toys, shoe/hat/raining garments, medical equipment, cigarette/wine, rice/corn, salt, beverage, clocks/watches/glasses/cameras and maintenances, and electronic business and maintenance. It also engages in children's entertainment playground/facility business; restaurants; food courts; beverage stores; film developer shops; advertisement and gourmet grocery market; fresh food business; frozen vegetables; frozen meat/fish; dry foods; flavoring sources; storage; vendor machines and measurement devices; gold and jewelry; and tape recorder, radar CD player, and sale of film tape and CD/DVD. In addition, the company is involved in the dealer business of vehicles and vehicles parts; vehicles repair; operation and management of parking lot; gas station; art gallery; wire and wireless telecom appliances; hair salon and beauty services; stores in international and general tourist hotels; computer and telecom instrument/services; photo shoot; festivities; leisure and entertaining activities; and import of tobacco and liquor. Far Eastern Department Stores, Ltd. was incorporated in 1967 and is headquartered in New Taipei City, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Far Eastern Department Stores, Ltd reported revenue of 34.1B TWD in FY2025 versus 35.3B TWD in FY2021, a compound −0.9%/yr. Reported net income was 2.2B TWD in FY2025, compounding +16.1%/yr from FY2021.

Growth Quality 38/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
34.1B TWD
Latest YoY
−2.7%
Avg. growth/yr (3Y)
−1.7%
Avg. growth/yr (5Y)
−1.8%
Avg. growth/yr (25Y)
+0.2%
Revenue −0.9%/yr
FY21 35.3B TWD
FY22 35.9B TWD
FY23 36.7B TWD
FY24 35.0B TWD
FY25 34.1B TWD
Net income +16.1%/yr
FY21 1.2B TWD
FY22 1.9B TWD
FY23 2.8B TWD
FY24 2.3B TWD
FY25 2.2B TWD

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Cite: Fair Value Calculator (2026). "Far Eastern Department Stores, Ltd Fair Value". https://www.fairvalue-calculator.com/stock/2903

Peer Group

Department Stores · 127 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 44 · Bottom 25%
Fair Value upside +3% · Above median
Return on equity (TTM) 7% · Above median
Return on assets 2% · Below median
Net margin (TTM) 7% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth -0% · Below median
Dividend yield (TTM) 5.6% · Top 25%
Debt / equity 0.47× · Higher than 75% of peers

Valuation Multiples vs Department Stores median · lower = cheaper

P/E (TTM) 14.2× · Cheaper than median
P/B 1.01× · Cheaper than median
P/S (TTM) 0.92× · Pricier than median
P/FCF 0.2× · Cheaper than median
EV/EBITDA 5.0× · Cheaper than median
PEG 0.71× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 37 · sector 26
FUTURE 0 · sector 2
PAST 28 · sector 16
HEALTH 77 · sector 96
DIVIDEND 100 · sector 37

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Falabella S.A FALABELLA 5,875 CLP 8,880 CLP +51%
El Puerto de Liverpool, S.A. LIVEPOLC1 99.62 MXN 263.70 MXN +165%
99 Speed Mart Retail Holdings 5326 3.70 MYR 1.45 MYR -61%
Cencosud S.A CENCOSUD 2,040 CLP 2,516 CLP +23%
Vishal Mega Mart Limited VMM ₹113.94 ₹37.39 -67%
SHINSEGAE Inc 004170 610,000 KRW 200,259 KRW -67%
Organización Soriana, S. A. B. de C. V., SORIANAB 30.04 MXN 59.59 MXN +98%
Lotte Shopping Co 023530 155,300 KRW 81,725 KRW -47%
Lojas Renner S.A LREN3 R$14.10 R$33.36 +137%
La Comer, S.A. LACOMERUBC 34.37 MXN 51.49 MXN +50%

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Frequently asked questions

Is Far Eastern Department Stores, Ltd (2903) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 22.54 TWD versus a price of 22.00 TWD, about +2% (fairly valued).
What is the fair value of 2903?
Our model-based fair value for Far Eastern Department Stores, Ltd is 22.54 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 22.00 TWD.
What is the quality score of 2903?
Far Eastern Department Stores, Ltd has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Far Eastern Department Stores, Ltd (2903)?
Far Eastern Department Stores, Ltd reported trailing-twelve-month revenue of about 34.0B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2903?
The net profit margin of Far Eastern Department Stores, Ltd is about 6.7%, meaning it keeps roughly 6.7% of revenue as net income. Based on the latest reported figures.
Does Far Eastern Department Stores, Ltd pay a dividend?
Far Eastern Department Stores, Ltd currently shows a dividend yield of about 5.59% relative to its recent price (as of Jul 21, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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